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Top Stories

Investments| 13:33

Neptune to launch private wealth business

Ex-Brewin research head Matt Butcher among those involved in new venture.

Top Stories

Your Industry| 13:13

Adviser slated for failing to check instruction was genuine

Ombudsman says adviser fell “well short” of what was expected from a finance professional.

Top Stories

Your Industry| 08:46

Axa Wealth and SunLife sold to Phoenix

Phoenix Group will pay £375m when the transaction is complete.

In Focus
Latest news

Investments| 13:33

Neptune to launch private wealth business

Ex-Brewin research head Matt Butcher among those involved in new venture.

Your Industry| 13:13

Adviser slated for failing to check instruction was genuine

Ombudsman says adviser fell “well short” of what was expected from a finance professional.

Pensions| 13:11

Looming spectre of master trust ’zombie’ schemes

Risk of ‘stranded assets’ without much needed consolidation of auto-enrolment schemes, according to Henry Tapper.

Pensions| 13:10

Who will win the three horse Sipp race?

Three Sipp players explain how they believe they can become the biggest non-life company operating in the market.

Regulation| 12:58

Charge caps, Fos stats and AR impact: week in news

Making the pension exit charge fit and the ombudsman’s dealings with advisers make up the news that dominated FTAdviser in the last five days.

Your Industry| 12:49

Death bond investors offered escape route

Offer could be good news for the “long-suffering holders of the units”, says broker firm boss.

Analysis & opinion

Ken Davyon| May 25, 2016

Red tape and squeezed profit margins caused Axa move

The FCA should be creating confidence in the UK financial services market, but instead it is driving companies abroad

Given the weight of regulation we should not be too surprised by Axa’s decision

Kevin O'Donnellon| May 25, 2016

The fog of fees

A one-number approach that covers all costs would give investors the transparency they crave

Tony Hazellon| May 25, 2016

Providers are forced to do the right thing

Everyone knows the pension exit charges are unjustifiable, but the industry is happy to wait until legislative changes are made

FTAdviser BlogonPensions| May 24, 2016

Real risks of pension freedom

Real risks of the new regime will take more than a generation to be made manifest.

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Funds & data

 

Fund And Share Class 1 Year
Fund And Share Class 1 Year

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012. The performance figures are trailing performance as of month end for the latest month available. The date this figure becomes available during the month varies between funds. All Rights reserved.

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Money Management's renowned fund statistics are brought to life online. Search, sort and compare funds and investigate sector weightings, main holdings, equity style and more.

Shine a spotlight on serious illness cover

Severity based illness cover is a fairer approach to paying claims.

Real risks of pension freedom

Real risks of the new regime will take more than a generation to be made manifest.

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Guide to Unusual Risks Protection

Exploring the protection advice you can give a client with a high risk occupation or life threatening hobbies.

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Guide to Absolute Return funds

Do absolute return funds always return, absolutely - and how should advisers use these funds for their clients?

Ifa Industry

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Guide to CGT and Trusts

Given the constant tinkering with capital gains tax (CGT) liabilities it is important to revisit your client’s financial arrangements.

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